Best Investors Account Sign in

Francis Dennis Demeno

Transamerica Financial Advisors, LLC

Jacksonville, FL

CRD 2235115

Claim This Profile
Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-09
  • FL RA
    APPROVED
    Since 2023-02-09

Branch Locations

8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Demeno Insurance Agency Yorktown VA 03/1978 Present
Demeno & Associates, Inc Stanfield NC 09/2015 Present
Transamerica Financial Advisors, Inc Jacksonville FL 01/2012 Present
World Financial Group Jacksonville FL 04/1998 Present
Demeno & Associates Inc Augustine FL 11/2015 Present
  • 03/1978 → Present
    Demeno Insurance Agency
    Yorktown, VA
  • 09/2015 → Present
    Demeno & Associates, Inc
    Stanfield, NC
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    Jacksonville, FL
  • 04/1998 → Present
    World Financial Group
    Jacksonville, FL
  • 11/2015 → Present
    Demeno & Associates Inc
    Augustine, FL
Other Businesses

Sales of insurance products and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc DEMENO & ASSOCIATES, INC:NO/1657 TROTTERS RIDGE ROAD,STANFIELD,NC 28163/PASS THRU/OWNER/9.25.2015/1/0/NO DAILY ACTIVITIES Co name: DEMENO & ASSOCIATES INC /emp dates: 1115 TO PRESENT/ INVESTMENT RELATED: NO /address: 129 CALLE NORTE SAINT AUGUSTINE, FL 32095/ position: PRESIDENT/ nature of business: PASS THRU CORP/hrs work monthly: 1/Sec trading hrs: 0/ duties: PASS THRU CORP NO DAILY ACTIVITIES OBA Amendment Update: DEMENO & ASSOCIATES INC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-29
S63 Uniform Securities Agent State Law Examination 1992-09-02
  • S65 Uniform Investment Adviser Law Examination
    2022-11-29
  • S63 Uniform Securities Agent State Law Examination
    1992-09-02
Other Names
  • Frank Demeno

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Jacksonville, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor